System status
·
live
·
Founder cohort open
Not a CRM.
An operating system
for B2B revenue.
Ten composed layers. Eight named AI agents. One autonomous motion that identifies demand, qualifies opportunities, develops trust, and predicts outcomes — built on Claude.
✓ Lead Qualifier live now
✓ Built on Claude
✓ Founder pricing locked for life
01RIOSIdentity & Infra
02VIEVisitor Intelligence
03SSIESocial Signals
04LIEEEnrichment
05ALQEQualification
06AISQAConversation
07PRISPrediction
08EIBEBriefing
09ARWWorkforce
10RDTDigital Twin
Architecture complete · Lead Qualifier in production · remaining layers ship through 2027 — included for founder customers
The thesis
An autonomous operating system,
not another CRM.
A CRM is a database with forms. We built a learning system that runs the sales motion itself.
Built to replace fourteen tools.
Imagine if GoHighLevel + HubSpot + Salesforce + Apollo + Clay + ZoomInfo + LinkedIn Sales Navigator + Common Room + Qualtrics + Segment + Snowflake + Claude + OpenAI + Palantir merged into a single product — opinionated by default, built around Claude from day one.
That's what we're building. Not as features bolted onto a CRM. As an operating system where every layer learns from every other layer, and a workforce of eight named AI agents runs the day-to-day.
- 01Identifies demand across web, social, and external data — autonomously and continuously.
- 02Detects intent the moment it appears — pricing-page repeat visits, buying-language posts, competitor mentions.
- 03Qualifies on six dimensions with plain-English reasoning a rep can read in 5 seconds.
- 04Develops trust through real conversations across SMS, WhatsApp, Messenger, Instagram, and web chat.
- 05Recommends actions via a one-page executive brief 30 minutes before every meeting.
- 06Predicts outcomes per deal and across the portfolio, with honest confidence bands.
- 07Coordinates eight agents — Scout, Pathfinder, Curator, Echo, Sentinel, Pulse, Oracle, Concierge.
- 08Simulates the future with Monte Carlo what-if scenarios — "what if traffic doubled, or we hired 2 SDRs?"
The 10-layer OS
Ten layers.
One coherent system.
Each layer owns one job. Each layer learns from every other layer. No god-monoliths, no glued-together SaaS.
// 01Live
RIOS
Identity & Infrastructure
The filing cabinet. People, accounts, relationships, the append-only event log substrate, multi-tenant workspaces.
// 02Live
VIE
Visitor Intelligence
The receptionist. Watches who came back, lingered, almost bought. Frequency · recency · depth · buying signals.
// 03In build
SSIE
Social Signal Intelligence
The friend in every industry. Eight social surfaces · buying-language detection · trigger events · relationship graph.
// 04In build
LIEE
Lead Enrichment
The researcher. Prospect dossiers, account dossiers, buying committees, exec / risk / opportunity summaries.
// 05Live
ALQE
AI Lead Qualification
The judge. Six scores (ICP, intent, engagement, trust, DBL, conv prob) + reasoning + lifecycle classifier.
// 06In build
AISQA
AI SDR Conversation Agent
The conversationalist. Five channels · BANT-U discovery · objection capture · auto-booking.
// 07In build
PRIS
Predictive Revenue Intelligence
The forecaster. Four trained models · conv probability · deal size · close date · cycle length · drift.
// 08In build
EIBE
Executive Briefing
The chief of staff. One-page brief 30 min before every meeting — synthesized from every layer.
// 09Q1 2027
ARW
Agentic Revenue Workforce
The team. Scout · Pathfinder · Curator · Echo · Sentinel · Pulse · Oracle · Concierge — collaboration protocols, escalations, memory.
// 10Q1 2027
RDT
Revenue Digital Twin
The simulator. Monte Carlo what-if scenarios with confidence intervals on Revenue, CAC, LTV, payback.
Roadmap
Honest about the timeline.
The Lead Qualifier is in production today. Eight more layers are architecturally complete and deploying through Q1 2027. Founder cohort customers get each one included as it ships.
Live now
AI Lead Qualifier
Real-time scoring with plain-English reasoning. Email + Slack alerts. HMAC-verified webhook ingestion.
RIOS · VIE · ALQE
Q3 2026
Conversation & Briefing
AISQA holds the inbound conversation across 5 channels. EIBE drops a one-page brief 30 min before every meeting.
AISQA · EIBE
Q4 2026
Prediction & Simulation
PRIS predicts deal outcomes with confidence bands. RDT runs Monte Carlo what-if scenarios on the funnel.
PRIS · RDT
Q1 2027
The Workforce
Eight named AI agents coordinate the full motion via auditable handoffs and escalations.
ARW · SSIE · LIEE
Why now
Your stack is a graveyard
of disconnected tools.
Most B2B teams are running HubSpot + Apollo + ZoomInfo + Outreach + Common Room + Snowflake + a Claude wrapper. Each tool solves one slice. None of them learn from each other. You are the integration layer.
$155K+
annual stack cost for a mid-market team
HubSpot + ZoomInfo + Outreach + Common Room + Gong + Snowflake + marketing automation. We replace most of it.
14
tabs your RevOps team rotates between
Every tool has its own data model, its own login, its own automation engine, its own "AI feature." None of them compose.
5 min
speed-to-lead window everyone is missing
After 5 minutes the conversion rate falls by 80%. Most teams take 50+ minutes because qualification, briefing, and routing happen in three different products.
Available today
The Lead Qualifier —
live in production.
Layer 5 of the OS, available standalone right now. Score every inbound the moment it lands; alert your team on the hot ones inside the 5-minute window.
Every lead. Scored 0–100. Reasoning in plain English.
Drop a form on your site or pipe leads in via API. Within seconds, every prospect is scored on intent, fit, and urgency — with a "why this is hot" explanation a rep can read in five seconds.
- First-party intent — page views, scroll depth, return visits, form behavior
- Plain-English reasoning — no black box, no opaque scores
- Tunable scoring — edit the system prompt to match your ICP
- Hot-lead alerts via email + Slack inside the 5-min window
- HMAC-signed webhook ingestion ready for RB2B, Warmly, Clearbit
live · last 24h
Operator dashboard
People
2,418
Hot 24h
47
Qualified
8,194
Activity
12.8K
Marcus Chen · VP Operations
94
Priya Patel · Director Growth
87
James Wilson · Owner
58
Sara K. · "Other"
18
The personnel layer
Eight named agents.
Each one has a job.
No "swarm of agents." No autonomous debate. Eight named personas with charters, persistent memory, peer relationships, and escalation rules — running on auditable handoffs.
Scout
Prospect Discovery
Finds net-new prospects matching your ICP — daily sweep across enrichment providers and social signals.
"I find your next customer before they know they need you."
Pathfinder
Intent Detection
Watches visitor + social surfaces. Spots the buying moment within 60 seconds of the signal.
"I spot the buying moment within 60 seconds of the signal."
Curator
Sales Intelligence
Owns the dossiers — keeps prospect and account context fresh; maps the buying committee.
"I know more about your prospect than they remember about themselves."
Echo
Relationship Development
Holds the conversation across SMS, WhatsApp, Messenger, IG, web chat — in your brand voice.
"I hold the conversation in your voice — 24/7, across five channels."
Sentinel
Lead Scoring
Recomputes the qualification on every signal change. Broadcasts when a classification advances.
"I judge every lead on six dimensions — and explain why."
Pulse
Revenue Operations
Runs workforce health, queue management, data hygiene, and incident response.
"I keep the workforce healthy. You don't have to think about it."
Oracle
Predictive Analytics
Forecasts deal probability, deal size, close date — and warns when deals slip 30+ days.
"I tell you what's going to happen — and how confident I am."
Concierge
Appointment Booking
Converts qualified prospects into held meetings — availability, proposal, reminders, reschedules.
"I turn qualified prospects into held meetings."
The synthesis
A one-page brief, 30 minutes before every meeting.
Pulled from all 10 layers. Generated freshly per meeting. Delivered to email + Slack. The rep walks into the room having read 90 seconds of material that captures the freshest possible synthesis of what's known.
Nine sections: Prospect, Company, Buying Signals, Likely Objections, Competitor Landscape, Talking Points, Relationship Insights, Opening Statement, Meeting Strategy.
Marcus Chen — Acme Corp
Discovery Call · Fri, Jun 19 · 10:00 AM · Confidence 78%
Opening Statement
"Hi Marcus — saw your post about replatforming off Mulesoft last week. That's exactly what we helped two other Series-C CTOs tackle this quarter."
Top Buying Signals
▲ Pricing page × 4 in 7 days (VIE)
▲ LinkedIn post asking for vendor recs (SSIE)
▲ Conv prob 41 → 78 this week (PRIS)
Talking Points
1. Mulesoft replatform timeline — 60-90 days into scoping, ask what's driving the deadline
2. Series-C consolidation moment — most teams realize the SaaS cost overhead 4 months post-raise
How the Qualifier works today
From form submit to
hot-lead alert in seconds.
This is the live flow you get the day you sign up. The other nine layers compose on top of this same identity graph as they ship.
// 01
Drop the script
One line of JS on your landing page. First-party intent tracking starts automatically.
// 02
Form fires
Submission paired with full session behavior. Person row created in the RIOS graph.
// 03
Claude scores + reasons
0–100 across intent, fit, urgency. Plain-English "why" stored with every score.
// 04
You get pinged
Hot leads land in inbox + Slack inside the 5-minute window — with the reasoning attached.
Built for
Teams whose lead quality
decides whether they hit the number.
Home services
Pest · Roofing · Solar · HVAC · Security
- Cut $50–$200 paid-lead waste with real-time scoring
- Sub-5-minute response on every hot inbound
- Conversation agent takes the first SMS/WhatsApp touch
- Briefing agent preps the closer before every appointment
Direct sales & MLM
Reps · Team leaders · Network marketers
- Find warm referrals across your relationship graph
- Score inbound responses with reasoning your team can act on
- Echo holds the chat in your brand voice
- Forecasting layer projects downline performance
SMB SaaS & agencies
$1M–$25M ARR · Founder-led GTM
- Replace HubSpot + Apollo + Common Room + Outreach
- Predictive forecasting + digital twin for board prep
- Eight-agent workforce that runs while you sleep
- Built natively on Claude — no AI-bolt-on tax
The operator behind it
Built by a 25-year sales operator who ran the playbook this OS automates.
Most B2B SaaS gets built by engineers who've never carried a number. This one didn't. The architecture comes from two decades of running revenue motions — closing top of leaderboard at 4Life, building MojiLife from ID #1, currently selling Experience Management to Fortune 500s at Qualtrics.
Every prompt, every agent, every workflow was written from the inside — by someone who's spent thousands of hours doing the work the system now does autonomously. That's why it doesn't feel like a chatbot bolted onto a CRM. It feels like an operating system run by a peer who knows the motion.
KM
Kevin Moore
Founder, LeadsThatWin.AI
4L
Director of Premier Sales
4Life Research
Network marketing · transfer factor
MJ
Founding VP, Sales & Marketing
MojiLife · ID #1
$9M distribution in year one
QT
Enterprise Account Executive
Qualtrics XM
Experience Management · current
Founder cohort pricing
Lock in today.
Every layer included as it ships.
Today's price gets you the Lead Qualifier in production. Every layer that ships through 2026–2027 unlocks at no upcharge — for life, as long as your account stays active.
Starter
$199/mo
For solo operators and small home-service teams running paid leads.
- 500 leads scored / month
- First-party intent tracking
- Email hot-lead alerts
- RIOS identity graph
- Conversation Agent (Q3 2026)
- Briefing layer (Q3 2026)
Growth
$997/mo
For 5–25 rep teams. Founder pricing locked for life. Every layer unlocks free as it ships.
- 5,000 leads scored / month
- Slack + email hot-lead alerts
- HMAC-verified webhook ingestion
- Custom scoring + REST API
- Priority support during rollout
- Conversation Agent (Q3 2026 — included)
- Briefing layer (Q3 2026 — included)
- Predictive + Digital Twin (Q4 2026 — included)
- 8-agent workforce (Q1 2027 — included)
Scale
$2,497/mo
For multi-location operators, franchises, and agencies running the OS for their own clients.
- Unlimited lead volume
- Multi-tenant workspace isolation
- White-label option (path-based)
- Dedicated solutions engineer
- Every layer included as it ships
Apply for the
founder cohort.
First 50 customers lock in founder pricing for life, get white-glove onboarding for the live Lead Qualifier, and unlock each future layer as it ships — at no additional cost.
Honest answers
The questions
a buyer should ask.
What's actually live today vs. on the roadmap?
The Lead Qualifier is live now — real-time scoring with reasoning, first-party intent tracking, email + Slack hot-lead alerts, HMAC-verified webhook ingestion. The remaining nine layers (
VIE, SSIE, LIEE, AISQA, PRIS, EIBE, ARW, RDT) are architecturally complete — schema, code, workflows, and docs are all written and reviewed — but they're not yet deployed for production use. They roll out monthly through 2026 into Q1 2027. Founder-cohort customers get each one included as it ships, no upcharge.Why should I believe the architecture is real?
Every layer has a numbered SQL migration, a TypeScript library, a set of YAML workflows, and a documentation folder. Roughly 14,000 lines of code total. We can show it on a call. The pattern is the same across all ten layers — once you've seen one engine's structure, you've seen them all.
How is this different from HubSpot + Apollo + Common Room?
Those tools store data and ship "AI features" on top. The OS makes the AI structural — Claude-native from day one. The workforce of eight named agents doesn't exist anywhere else. The digital twin for Monte Carlo what-if simulation doesn't exist as a SaaS feature anywhere else. Most importantly: every layer of our OS learns from every other layer. When the conversationalist hears something, the predictor adjusts. When the predictor spots a slip, the briefing for tomorrow's meeting flags it.
What about Salesforce or GoHighLevel?
Salesforce is a system of record — useful, expensive, and inert without an army of admins. GoHighLevel is a flow builder for agencies — strong on multi-channel, weak on judgment. Neither has an architectural answer for "what should the system do next." The OS is opinionated about that — it knows because the workforce knows.
How fast can I get the Qualifier running?
Same day. Drop one line of JavaScript on your landing page, point your form's submit URL to our API, and you're scoring leads in real time. About 15 minutes if you already have a form. We onboard every founder customer personally during the first week.
Will it work with my existing tools?
Today: scoring REST API, email/Slack alerts, signed-webhook ingestion. As we deploy more layers we add native integrations for HubSpot, Salesforce, Pipedrive, ServiceTitan, Jobber, HousecallPro, Cal.com, Google Calendar. Until those land we offer Zapier and webhook bridges. We don't believe in "rip and replace" — most founder customers run the OS alongside their existing CRM for the first 90 days.
Where does data live? Is it secure?
Postgres (Supabase) with workspace-scoped row-level security. We never store raw IPs (hashed only). HMAC-signed webhook verification on every public endpoint. The RIOS schema is multi-tenant by design — your workspace is fully isolated. No data is sold, shared, or used to train any model. SOC 2 and HIPAA paths are roadmap items as larger customers require them.
What does "founder cohort" actually mean?
First 50 paying customers. Pricing locks for life as long as the account stays active. Every layer that ships through 2026–2027 unlocks at no upcharge. White-glove onboarding for the Qualifier. Direct access to the founder during the first 90 days. Your feedback shapes which layer ships next.
Is there a contract?
Month-to-month. Cancel anytime. Founder pricing only stays locked while your account is active — that's the only commitment.